Not to be arrogant and claim I know more than Samsung, that has a firm understanding of the current orders and backlog on them.
From the amount of orders currently on their books I’m sure they are right.
BUT!!
I think many of those orders will be cancelled before they are fulfilled. And 2027 will probably be the year things normalize, unless it happens already late this year. The cracks in the AI bubble are already showing, and usually things go pretty fast soon after that.
Unfortunately I think that’s a bit to soon. I think it will be around 28 or 29 that orders start getting cancelled, if they can even be by that point. Then will be another year or two from then that things start to stabilise. And it is going to continue to be insanely expensive.
Not to be arrogant and claim I know more than Samsung, that has a firm understanding of the current orders and backlog on them.
From the amount of orders currently on their books I’m sure they are right.
BUT!!
I think many of those orders will be cancelled before they are fulfilled. And 2027 will probably be the year things normalize, unless it happens already late this year. The cracks in the AI bubble are already showing, and usually things go pretty fast soon after that.
Well I guess I am a bit arrogant after all. 🤣 😋 🍻
Unfortunately I think that’s a bit to soon. I think it will be around 28 or 29 that orders start getting cancelled, if they can even be by that point. Then will be another year or two from then that things start to stabilise. And it is going to continue to be insanely expensive.